The Loopio Chrome Extension is an extension for the Chrome Browser that allows you to create Projects in Loopio from an RFP, Security Questionnaire, or other sales questionnaires in a portal. You can then respond to the RFP normally within Loopio, and use the extension to easily transfer your answers to the portal.
To learn about using the Chrome Extension, read on:
Setting Up The Google Chrome Extension
There are two ways to access the Google Chrome Extension for download within the Loopio platform, depending on your Loopio permissions: Through the Admin tab or from the “New Project” modal.
You can also download the Chrome Extension directly using this link: Download the Loopio Chrome Extension from the Chrome Web Store
Note: Should any questions arise, please reach out to our Support Team for assistance: Send an email to Support
To Download the Chrome Extension From the Admin Tab
- Click Admin in your top navigation bar
- Click Integrations
- Click View on Chrome Web Store in the Chrome section of the Integrations page
- In the Chrome Web Store, click Add to Chrome
- Click Add extension on the dialog box that appears
- Click the Loopio icon in the top right corner of your Chrome browser window
- Enter your team's Loopio domain - this can be seen in your browser's address bar when you are logged in to your Loopio account
- Click Continue
- You will be redirected to Loopio to log in to your Loopio account
Tip: If you are already logged in to Loopio, you will be logged in to the Chrome Extension automatically
To Download the Chrome Extension From the the “New Project” Modal
- Click Projects in your top navigation bar
- Click + New Project
- Select Create Project or Use Template
- Click “Working with Web Portals?” at the bottom of the modal
- In the Chrome Web Store, click Add to Chrome
- Click Add extension on the dialog box that appears
- Click the Loopio icon in the top right corner of your Chrome browser window
- Enter your Loopio domain
- Click Continue
You will be redirected to Loopio to log in to your Loopio account